Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 4 R Dis GBPRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.3 | 12.5 | -8.9 | 12.2 | 5.3 | |
+/-Cat | 4.1 | 1.4 | 1.2 | 3.9 | 1.0 | |
+/-B’mrk | 4.8 | 0.3 | -1.6 | 1.6 | 0.2 | |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 26/04/2024 | GBP 21.64 | |
Day Change | 0.97% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | LU0557426342 | |
Fund Size (Mil) 28/03/2024 | GBP 110.35 | |
Share Class Size (Mil) 26/04/2024 | GBP 27.07 | |
Max Initial Charge | 5.25% | |
Ongoing Charge 19/02/2024 | 0.50% |
Investment Objective: Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 4 R Dis GBP |
The investment objective of the Fund is to achieve capital growth over the long term. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Not Disclosed 17/09/2008 | ||
Inception Date 02/09/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 4 R Dis GBP | 31/03/2024 |
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